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IIC and The Wagner Law Group; Retirement Plan Fiduciary Training

• Identifying Plan Fiduciaries; Named and Un-Named (Functional)
• Being a Fiduciary; Law, Process and Duties
• Five Duties of being a Fiduciary
• Safe Harbors - 404(c) Protections
• Service Provider(s); “Best Practices”; Discovery, Benchmarking and Documentation
• Delegating Fiduciary Responsibilities – Retained Responsibilities
• Conflicts of Interest, Prohibited Transactions & “Parties in Interest”
• Permitted Expenses and Fiduciary Breaches; Penalties
• Risk Mitigation Strategies; Regulatory and Participant

May 19, 2020 02:00 PM in Eastern Time (US and Canada)

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